Navigate to Billing > Cash Balances for cash management, Billing > Staff Pay for commission reports and provider earnings, or Settings > Commissions to configure commission rules.
Cash Management
Navigate to Billing > Cash Balances to track and reconcile physical cash at each location.Cash Balances are location-specific. Select your current location from the location picker before accessing this page.
Set Up Initial Balance
If no cash balance has been recorded for a location, the page displays an Initial Cash Setup prompt. Enter the starting amount in the drawer to establish the baseline.Cash Balance Timeline
After setup, the page shows a chronological timeline of all cash-related events:- Balance Closures: Register close records showing the counted total, expected total, and any discrepancy.
- Cash Payments: Payments received in cash.
- Cash Refunds: Refunds issued in cash.
- Adjustments: Manual pay-in and pay-out transactions.
- External Settlements: Charges settled outside the payment system.
Pay In / Pay Out
Click Pay In or Pay Out to record manual cash adjustments:- Pay In: Add cash to the drawer (e.g., restocking change, petty cash deposit).
- Pay Out: Remove cash from the drawer (e.g., vendor payment, petty cash withdrawal).
Close the Register
Navigate to Close Register
From the Cash Balances page, click Close Cash Balance. If you have multiple locations, select the location first.
Review Expected Balance
The left panel shows the expected cash total based on:
- Last closing balance
- Cash payments received since close
- Cash refunds issued since close
- Adjustments (pay-ins and pay-outs) since close
- Last close date
Count Cash
Use the denomination counter on the right to enter the quantity of each bill (50, 10, 1) and coin (25c, 10c, 5c, 1c). The system calculates running totals for bills, coins, and the grand total automatically.
Review Reconciliation
The Reconciliation Summary at the bottom shows:
- Your counted total
- The expected total
- The discrepancy (over or short)
Manage Discrepancies
When a closing balance does not match the expected amount, the timeline entry is flagged. You can Acknowledge a discrepancy to mark it as reviewed without changing the recorded amounts. You can also void a cash balance closure or adjustment if it was recorded in error, and update the date on a closure or adjustment to correct a timestamp mistake.Commissions
Configure Commission Rules
Navigate to Settings > Commissions to set up and manage commission rules. Each rule defines:- Scope: What gets commissioned — all sales, specific item types, a category, or a specific item.
- Rate: A percentage of the sale price or a flat dollar amount. Rules can have tiered rates that increase after a provider reaches a sales threshold (graduated or stepwise).
- Deferred Sales: For packages and banked items, choose whether commissions are paid at the time of sale or when the service is redeemed.
- Assigned Providers: The staff members who earn commissions from this rule.
View Commission Reports (Staff Pay)
Navigate to Billing > Staff Pay to see a combined view of commissions, tips, and hourly pay for all providers.Review Provider Earnings
The summary cards show totals. The table lists each provider with their commissions, tips, and hourly pay. Click a provider row to see a line-by-line breakdown.